T3 In The News

StreetInsider.com – April 2024

A new industry conference called “Advise AI” will make its debut on October 9–10, 2024, in Las Vegas. The program will dive deep into AI’s role in scaling financial services operations, improving client experiences and engagement, and personalizing investment solutions. The conference Advisory Council members include Joel Bruckenstein, president of Technology Tools for Today (T3).

Read the article: Financial Planning announces new event, Advise AI, entirely focused on AI and its uses and impact on the wealth management industry.

Wealth Solutions Report – March 2024

The growing presence of artificial intelligence (AI) in new platforms, products and services for advisors and their clients is the most obvious sign that AI has started to take off in the financial services according to wealthtech and fintech experts. Joel Bruckenstein, Producer of the annual Technology Tools for Today (T3) fintech conference and Publisher of the T3 Technology Hub, comments about Advyzon being in the process of incorporating AI into much of their platform and about Syntax Data, who received an Emerging Tech award at the 2024 T3 Conference that was held in Las Vegas on January 22-25, 2024.

Read Jeff Berman’s article: Top 24 Wealthtech Trends Include Growing Presence of AI.

Wealth Management.com – March 2024

In this podcast episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Joel Bruckenstein, President of T3, about the transformative impact of technology on wealth management. They also discuss then T3/Inside Information Software Survey results which were presented at the 2024 T3 Conference held in Las Vegas Jan. 22-25, 2024.

Listen to: The WealthStack Podcast: T3’s Joel Bruckenstein.

WealthManagement.com – March 2024

Christophe Gauthron, CEO of Kwanti, explains how the T3/Inside Information Survey reaffirms their commitment to user satisfaction, driving their development focus. The results of the survey were presented at the 2024 T3 Conference held in Las Vegas January 22-25, 2024.
Gauthron mentions future features aimed at enhancing client acquisition, underlining their dedication to simplifying portfolio analytics, proposal creation, model management, and improving advisor-client communications through seamless integration with partners.

Watch the video: How Kwanti is Simplifying Portfolio Analytics.

WealthManagement.com – March 2024

Advyzon puts a spotlight on the user experience. Highlighting its commitment to user experience as the cornerstone of its mission, Dirk Pearson, COO of Advyzon, says the firm prides itself on being rated as the top all-in-one platform for seven consecutive years, according to the T3/Inside Information Survey results which were presented at the 2024 T3 Conference held in Las Vegas January 22-25, 2024.

Watch the video: Elevating the Advisor Experience.

WealthManagement.com – March 2024

Live from the 2024 T3 Conference held in Las Vegas January 22-25, 2024, Siddhartha Oza, co-CEO of Sora Finance sheds light on the critical gap between client expectations for loan and credit management services and the actual offerings by advisors. 

Watch the video: Why Liability Management Matters.

WealthManagement.com – March 2024

On location at the 2024 T3 Conference held in Las Vegas January 22-25, 2024, Michael Batnick, managing partner, Ritholtz Wealth Management, emphasizes the importance of being prepared for a world with lower cash returns and strategically reallocating assets to avoid being caught off guard by the changing financial climate.

Watch the video: Unpacking 2024 Investment Trends.

WealthManagement.com – March 2024

Andrew Altfest, CFP®, explains how leveraging AI enables FP Alpha to streamline the analysis of legal documents, tax returns, and insurance policies, providing advisors with visual summaries and actionable insights to share with clients in this video live from the 2024 T3 Conference held in Las Vegas January 22-25, 2024.

Watch the video: Revolutionizing Advanced Planning: How FP Alpha Automates Estate, Tax, and Insurance Planning.

WealthManagement.com – March 2024

At the 2024 T3 conference held in Las Vegas on January 22-25, 2024, CEO Kanishk Parashar explains that by automating the collection of crucial client information, including brokerage and tax statements, estate documents and analyzing discovery calls, Powder transforms raw data into personalized, transparent, and quickly generated proposals.

Watch the video: Introducing Powder: The Generative AI Co-Analyst Revolutionizing Wealth Management.


Morningstar.com – February 2024

Discussions around artificial intelligence were front and center at this year’s T3 Technology Conference. Held in Las Vegas in January and celebrating 20 years, the conference was a spectacular gathering of advisors, vendors, and technology leaders offering insights into the latest trends and innovations shaping the financial industry. AI was the star. So said Morningstar reporter Sheryl Rowling who attended #T32024 and offers up in this conference recap key takeaways.

Read the article: New Advisor Tech Is About AI now.

Kitces / Nerd’s Eye View – February 2024

In this guest post for Kitces.com, Craig Iskowitz of the Ezra Group discusses highlights from the 2024 T3 Conference held in Las Vegas January 22-25, 2024. The conference brought together advisors, leaders, vendors, and students from across the financial advice industry. Along with major announcements from top industry companies, insights on threats, conversations about AI, fintech innovations, and the future of financial advice, the results of the 2024 T3/Inside Information Software Survey were also presented. 

Read the article: Highlights from the 2024 T3 Advisor Conference.

WealthManagement.com – February 2024

Orion announces Client Communication Technology with Redtail Suite Sync at the 2024 T3  Conference held in Las Vegas January 22-25, 2024. Brian McLaughlin, president of Orion Advisor Technology, discusses the launch of Redtail Suite Sync – a seamless email, calendar, and contact syncing tool, and why email and calendar syncing ranked as the top-requested feature by Redtail advisors.

Watch the video: How Orion and Redtail Are Boosting Advisor Efficiency with New Features.

Money Marketing – February 2024

UK FinTech expert and correspondent Ian McKenna attended the T3 conference in Las Vegas. His favorite session at #T32024, for the second year running, came from Brian Edelman of FCI Cyber, who reinforced the need for constant vigilance in this area. He says that while the need to do more cybersecurity work in the US is still apparent, US advisors are running ahead of the cousins across the pond. For 2025, he plans to organize a UK delegation to the T3 event in America and invites anyone interested to DM him.

Read Ian McKenna’s article: What trends are leading the battle of the tech?

Wealth Briefing – February 2024

Even though artificial intelligence wasn’t the star of the 2024 T3 Technology conference in Las Vegas, the software sensation certainly drew a lot of attention. Describing AI as one of the pillars of the advisory firm of the future, T3 co-founder Joel Bruckenstein declared that artificial intelligence technology will “change the way we do business.”

Read the article by Charles Paikert: How T3 Experts See Artificial Intelligence.

WealthManagement.com – February 2024

From the 2024 T3 Conference held in Las Vegas January 22-25, 2024, Robb Baldwin, CEO of TradePMR discusses the launch of Advisor Evolution Sciences, to help coach advisors and get them back to an organic growth strategy and cautions M&A as a growth tactic. 

Watch the video: Where Has All the Growth Gone?

Wealth Solutions Report – February 2024

The 2024 T3/Inside Information Advisor Software Survey revealed its list of leading wealthtech firms, based on a variety of metrics, ranging from market penetration to user satisfaction, across dozens of categories. This article provides a brief selection of some of the survey’s “Software All-Stars.”

Read Chris Latham’s round up article and the section entitled: 2024 T3/Inside Information Advisor Software Survey Reveals Tech All-Stars.

WealthManagement.com – February 2024

Dr. Jordan Hutchison, VP of Technology at RFG Advisory, discusses why advisors want technology that is frictionless and how RFG is striving to provide that experience at the 2024 T3 conference held in Las Vegas on January 22-25, 202. He also details how RFG’s streamlined, unified tech experience supports revenue-generating activities, relieving advisors of burdensome tasks so they can focus on helping their clients.

Watch the video: Transforming Advisor-Client Relationships: The Power of Frictionless Technology.

Investment News – February 2024

This much anticipated fintech report for financial advisor contains insights that will be beneficial for advisors looking to upgrade their tech stack, says Josh Welsh, a reporter for InvestmentNews. Joel Bruckenstein, from T3 – Technology Tools for Today, and Bob Veres of Inside Information, presented the findings from the 2024 T3/Inside Information Software Survey at the T3 conference in Las Vegas on January 22-25, 2024.

Read the article for big take-aways: T3 report highlights top tech for advisors.

WealthManagement.com – February 2024

Joel Bruckenstein reflects on the 20th anniversary of T3 and celebrates the growth and evolution of the financial technology community. The 2024 T3 Conference, held in Las Vegas January 22-25, 2024 showcased the energy and participation from industry veterans and newcomers alike, with the big takeaways being around persistent desires for better integration and the exciting, substantive advancements in AI technology.

Watch the video: Takeaway from T3 2024 with Joel Bruckenstein.

Financial Planning – January 2024

At T3’s 2024 conference in Las Vegas, the conversations frequently turned to the role of technology in enhancing growth strategies. To drive sustainable growth, firms should integrate technology throughout the customer acquisition funnel, leveraging platforms that deliver valuable data and insights. This technology should support all paths to expanding business. Wilbur Swan, CEO of a fintech solution called Catchlight, provides additional insights in this contribution to Financial Planning.

Read: Voices Advisory firms hungry for predictable organic growth.

VettaFi Advisor Perspectives – January 2024

Industry sage Bob Veres talks about trends that financial advisors will want to watch in 2024. One is data warehouses. At his Insider’s Forum conference last fall, T3’s Joel Bruckenstein outlined a future where all client data and every firm’s internal financial data are stored in a centralized location, apart from the various programs that use the data. All planning, CRM and asset management software (and, of course, apps) would pull data from this repository as needed. The firm could create customized apps that would access the firm’s financial information and calculate metrics and management-defined key performance indicators (KPIs) on a monthly or even weekly basis. The T3 / Inside Information 2024 Software Survey identified seven different providers of data warehouse services. All are in their infancy, but they’re backed by firms you might have heard of.

Read: The Trends That Will Matter to Advisors in 2024.

Think Advisor – January 2024

What debuted as “Virtual Office News” 20 years ago, in a small assembly of emerging software companies and a few dozen advisory firms, has now become the biggest gathering in the independent advisor technology marketplace. In his article, Timothy Welsh talks about the 20-year history of the T3 conferences, today’s technology and advisor growth.

Read the article: 20 Years In, T3 Remains an Emerging Tech Barometer.

WealthManagement.com – January 2024

The Founders Arena is a grant-funded nonprofit based in Arlington, Texas, focused on providing early-stage wealthtech companies with resources, mentorship and opportunities for collaboration. Sora Finance was one of a half-dozen companies participating in their 10-week program. Pointing toward the success of The Founders Arena program, Sora Financial, was honored at #T32024 for its AI-powered liability planning software with one of this year’s T3 Emerging Technology Awards. “With all the movement in interest rates over the last year … this is an opportune time for advisors to reconsider spending more time on the liability side of the balance sheet,” said T3’s Joel Bruckenstein before presenting Sora Finance with its award.

Read the article: Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator.

Financial Planning – January 2024

“Many advisors decline to characterize themselves tax planners, acting almost as if the service was their “kryptonite,” said Ed Slott, president and founder of retirement planning outfit Ed Slott and Company, who was a keynote speaker at this year’s T3 conference. While the T3 conference is squarely focused on technology solutions and content for financial professionals, conference producer Joel Bruckenstein knew the audience would benefit from hearing how Slott suggests they deepen their education and experience so they could become “rockstar” advisors for their clients. 

Read Cat Auer’s article: 5 ways to be a tax planning ‘rockstar’.

City Wire – January 2024

Weeks after announcing his imminent resignation as the tech company’s CEO, Crager took the stage at the 2024 T3 Technology Conference to muse on the past and future of financial advice.

Crager announced he’d be stepping aside as Envestnet’s chief executive effective March 31, after which he will continue with the company as a senior advisor.

Read the article by Andrew Foerch: ‘I’ve loved every minute of it’: Bill Crager looks back ahead of Envestnet exit.

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